-86.5%
WALD price history and return analytics
+65.7%
-152.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.6% |
| 7D | -1.5% | -0.1% | -1.3% | -1.4% |
| 30D | -4.3% | -0.7% | -3.6% | -3.9% |
| 3M | -19.9% | +4.0% | -23.9% | -22.3% |
| 6M | -15.8% | +12.3% | -28.1% | -21.6% |
| YTD | -29.3% | +14.0% | -43.3% | -34.7% |
| 1Y | -28.1% | +20.3% | -48.4% | -35.8% |
| 3Y | -83.8% | +75.4% | -159.3% | -87.2% |
| 5Y | -86.5% | +66.0% | -152.4% | -89.3% |
| All | -86.5% | +65.7% | -152.2% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling